Are you using spreadsheets or a CRM that doesn't fit your business?
- Your team has a workaround for everything the CRM can't do
- Everything gets backed up in spreadsheets outside the CRM
- Your data doesn't fit, so it ends up in notes and spare fields
- Getting the report you need means exporting to Excel
- Quotes are built in Word or Excel and saved wherever
- Follow-ups live in someone's head or inbox
A custom CRM is the answer
Every business has its own data, and it's often complex. It needs to be shown in particular ways, and it needs to follow your process. An off-the-shelf CRM gives you its version of all three. A custom CRM is built around yours.
- Site
- 12 Railway Pde, Subiaco
- Builder
- Coastline Builders
- Board finish
- Polytec, Natural Oak
- Benchtop
- 40 mm stone
- Measure-up
- Thu 10:30, Jacob
Your data
Customers, sites, contacts, products with options, pricing that depends on the job. Your CRM stores it the way it really is, with the links between it, rather than in notes and spare fields.
Displayed your way
Screens, lists and reports laid out the way your team thinks about a customer, so what they need is on one screen and the report you want is one click away.
Following your process
Your stages, approvals and follow-ups, in your order. Each enquiry moves through the steps you already use, so everyone does it the same way.
Would you like to see a CRM tailored to your business?
Show us how you work today: your spreadsheets, your current CRM, your quotes and reports. In 2 to 3 days we'll show you a free mockup of a CRM tailored specifically to your business, and how it solves your biggest problem.
Show us what you do now
A 30-minute call where you walk us through your spreadsheets, screens and process.
We tailor a mockup to you
In 2 to 3 days, the key screens of your CRM, built from your own customers, stages and terminology.
We show you
We walk you through it and how it solves your biggest problem. No cost, no obligation.
What your custom CRM can do
Lead capture
Enquiries from your website, email and phone in one place, with the source recorded so you know which marketing works.
Your pipeline, your stages
Sales stages named the way your team talks, with follow-up reminders so no quote goes cold.
Quoting
Quotes built from your templates and price lists, sent as a branded PDF, and accepted online.
Customer history
Contacts, sites, past quotes, jobs and every conversation on one screen.
Integrations
Connected to your accounting software, email and calendar, so details are entered once.
Sales reporting
Win rates, pipeline value, and sales by rep, source or product, without building a spreadsheet.
Won work becomes a job
An accepted quote hands over to scheduling, job management and invoicing with no re-keying.
On the road
Your sales team can update a customer, book a visit or send a quote from a phone on site.
Learn more from our director
Why should you invest in custom CRM development? After years of experience working with hundreds of different industries, hear why from OneIT's Director, David Barton.
What it does for your business
Improve efficiency
Stop the wasted effort of manual steps and copying data between systems. Enquiries land straight in the CRM, quotes come from your templates, and the reports and client emails you compile by hand can go out on their own.
Reduce mistakes
Mistakes in your sales process lead to lower margins, lost sales, smaller sales or a slower sales cycle. Pricing rules, quote templates and required fields catch them before your customer does.
Complete visibility
See the whole pipeline at a glance: what's come in, what's been quoted, what's been won and who is following up what, without exporting to a spreadsheet.
Standardise processes
Staff forget, make mistakes, or the process changes and they need retraining. A CRM that works to your process is like a set of guardrails, so everyone does the right thing at the right time.
A quote template for every kind of job
“By custom building our system, we were able to break those quotes down and have a template for each one whilst all being involved in the same system.”
9 happy clients, in their own words
We partner with companies of all sizes, all around the world. See what a few of them have said about our service!
Watch the video 3:12: Alex WilliamsWe surveyed off the shelf systems, but quickly realized there was not anything on the market that could accommodate our bespoke needs in a process driven solution.
We're now able to manage customer relationships, quotes, products, course scheduling, enrolments, invoicing and compliance reporting all within the single platform. It's been a massive enabler for the business.
Before engaging OneIT to construct our CRM/booking system, our methods were out-dated and highly susceptible to human error. As a travel agent booking domestic and international travel packages, mistakes are most definitely not welcome! OneIT devised and built a system for us that is both easy to use and more importantly, gives us the accuracy required to get the job done - in a fraction of the time! Plus, our wonderful consultant, Yati, is always on call to guide us through any issues or questions we have. It's made some difficult processes simple and effective.
Before teaming up with One IT, we were juggling our scheduling, quotes, and diary management across a bunch of different programs and paper systems. Keeping track of everything was tough and we often risked losing important info. Since we started using One IT, everything's come together in one easy system. This switch has really boosted our efficiency and improved communication between our office staff and the tradespeople on site. It's made a huge difference in how we operate daily.
Watch the video 1:56: Greg FrederickSo prior to coming to OneIT, we had a system which we had vastly outgrown. It wasn't coping with the volume of transactions or volume of customers that we had, so we approached OneIT.
This is going to cut down our admin quite a bit and allow us to focus our attention on growing the business in other areas and not waste our time processing payments and issuing invoices and all that when it can all be done automatically by the new CRM.
OneIT were able to understand our rapidly developing business and custom designed a CRM that reduced our requirement to hire additional staff.
Watch the video 1:39: David MarkhamIf somebody was looking for growth in their business or wanting to put a system together, I would recommend OneIT.
Watch the video 1:46: Kim McIntoshNow, how would I sum up my experience? Excellent. The entire team, everyone that I've dealt with has been absolutely fantastic. David I've had the privilege of spending quite a bit of time with and he's totally committed. My account manager and Kim, outstanding.
The Project Management software developed by OneIT in close consultation with OptiComm has made vast improvements to our construction productivity and consistency. The advantage of the customised software is it can grow with OptiComm requirements in the future. Productivity gains and cost savings have far outweighed the cost of the Software development.
Watch the video 2:07: Sharjeel SiddiquiAll the integration work that OneIT have done for us, it has definitely made our lives much easier.
I definitely would recommend OneIT. If you want to build a custom system, be it a financial system, a timesheet system or any other requirement that you have, I would certainly recommend OneIT.
Book a free consultation
Contact us for a no-obligation free consultation with one of our customer service managers, who will take the time to understand what you're looking for and whether we're a good fit to provide a solution.
As well as a free consultation, we include
A little bit about OneIT
In 26 years, we've helped hundreds of companies in Perth crush their problems and jump up to the next level. We'd love to help you do the same.
- Years of experience
- 26
- Happy clients
- 500+
- Projects delivered
- 1,500+
- Staff
- 80+
- ExperienceFrom large companies to small in a variety of industries
- Complete solutionsComplementing your business strategy and integrating with your systems
- Peace of mindOne point of contact with satisfaction guaranteed
- ValueWhat you want and need, on budget and on time